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Wintrust Financial Corp

WTFC
Exchange
Nasdaq
Industry
State Commercial Banks
SEC CIK
0001015328

In the last 90 days, Wintrust Financial Corp insiders filed 0 open-market purchases and 1 sale; 600 institutions reported holding it in 13F filings for Q2 2026, worth $10.4B in total; no superinvestor holds it.

Other share classesWTFCN

13F holders, Q1 2025

Institutional positions in Wintrust Financial Corp as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
454
+14 vs. Q4 2024
Shares held
64.5M
+1.85M (+2.9%) vs. Q4 2024
Total value
$7.26B
−$561.5M (−7.2%) vs. Q4 2024
New holders
62
176 more added
Sold out
48
151 more reduced

5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting WTFC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2025: 454 institutions
Q1 2021: 298 institutionsQ2 2021: 297 institutionsQ3 2021: 306 institutionsQ4 2021: 332 institutionsQ1 2022: 351 institutionsQ2 2022: 351 institutionsQ3 2022: 354 institutionsQ4 2022: 396 institutionsQ1 2023: 385 institutionsQ2 2023: 350 institutionsQ3 2023: 349 institutionsQ4 2023: 396 institutionsQ1 2024: 388 institutionsQ2 2024: 397 institutionsQ3 2024: 419 institutionsQ4 2024: 445 institutionsQ1 2025: 454 institutionsQ2 2025: 471 institutionsQ3 2025: 478 institutionsQ4 2025: 527 institutionsQ1 2026: 558 institutionsQ2 2026: 600 institutions
Value heldQ1 2025: $7.26B
Q1 2021: $3.94BQ2 2021: $3.90BQ3 2021: $4.12BQ4 2021: $4.68BQ1 2022: $4.83BQ2 2022: $4.51BQ3 2022: $4.49BQ4 2022: $4.71BQ1 2023: $4.11BQ2 2023: $4.14BQ3 2023: $4.31BQ4 2023: $5.39BQ1 2024: $6.12BQ2 2024: $5.73BQ3 2024: $6.61BQ4 2024: $7.88BQ1 2025: $7.26BQ2 2025: $8.03BQ3 2025: $8.44BQ4 2025: $9.00BQ1 2026: $8.96BQ2 2026: $10.4B
Institutions holding WTFC and their total value by quarter
QuarterHoldersValue
Q2 2026600$10.4B
Q1 2026558$8.96B
Q4 2025527$9.00B
Q3 2025478$8.44B
Q2 2025471$8.03B
Q1 2025454$7.26B
Q4 2024445$7.88B
Q3 2024419$6.61B
Q2 2024397$5.73B
Q1 2024388$6.12B
Q4 2023396$5.39B
Q3 2023349$4.31B
Q2 2023350$4.14B
Q1 2023385$4.11B
Q4 2022396$4.71B
Q3 2022354$4.49B
Q2 2022351$4.51B
Q1 2022351$4.83B
Q4 2021332$4.68B
Q3 2021306$4.12B
Q2 2021297$3.90B
Q1 2021298$3.94B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Wintrust Financial Corp; share changes are against Q4 2024.

Institutions holding WTFC in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
TFC Financial Management1$1130.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC2$2240.00%+2New
Parkworth Wealth Management, Inc.2$2250.00%00.0%Unchanged
MPWM Advisory Solutions, LLC2$2250.00%00.0%Unchanged
Greenline Partners, LLC2$2250.00%+2New
HFM Investment Advisors, LLC2$2250.00%+2New
Principia Wealth Advisory, LLC3$3120.00%+3New
ROSS\JOHNSON & Associates LLC3$3370.01%+3New
CVA Family Office, LLC4$4500.00%+4New
SBI Securities Co., Ltd.5$5620.00%−1−16.7%Reduced
Bare Financial Services, Inc5$5620.00%+5New
AdvisorNet Financial, Inc6$6750.00%+2+50.0%Added
American Capital Advisory, LLC6$6750.00%+6New
Amundi7$6990.00%−12,993−99.9%Reduced
Rossby Financial, LCC7$7760.00%+7New
BankPlus Trust Department7$7870.00%00.0%Unchanged
Avion Wealth15$1.00K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC9$1.01K0.00%−3−25.0%Reduced
Activest Wealth Management9$1.01K0.00%+9New
Sierra Ocean, LLC13$1.46K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC13$1.46K0.00%00.0%Unchanged
Global Financial Private Client, LLC14$1.57K0.00%+10+250.0%Added
Hughes Financial Services, LLC14$1.57K0.00%+14New
SJS Investment Consulting Inc.15$1.69K0.00%00.0%Unchanged
Larson Financial Group LLC16$1.80K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.16$1.80K0.00%+3+23.1%Added
Bogart Wealth, LLC17$1.91K0.00%−21−55.3%Reduced
Cherry Tree Wealth Management, LLC18$2.02K0.00%+18New
Raffa Wealth Management, LLC20$2.25K0.00%00.0%Unchanged
Optiver Holding B.V.22$2.47K0.00%+22New
Glen Eagle Advisors, LLC22$2.49K0.00%00.0%Unchanged
True Wealth Design, LLC23$2.59K0.00%+23New
Pineridge Advisors LLC23$2.60K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.23$2.62K0.00%−2−8.0%Reduced
Sachetta, LLC24$2.70K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton31$3.49K0.00%00.0%Unchanged
Highline Wealth Partners LLC33$3.71K0.00%+33New
Retirement Wealth Solutions LLC34$3.82K0.00%+34New
Washington Trust Co37$4.16K0.00%00.0%Unchanged
Continuum Advisory, LLC40$4.50K0.00%−3−7.0%Reduced
NewSquare Capital LLC41$4.61K0.00%+37+925.0%Added
N.E.W. Advisory Services LLC44$4.95K0.00%+44New
Hantz Financial Services, Inc.47$5.00K0.00%+35+291.7%Added
High Note Wealth, LLC46$5.17K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc46$5.17K0.00%+21+84.0%Added
Wolff Wiese Magana LLC48$5.40K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC50$5.62K0.00%00.0%Unchanged
South State Corp.50$5.62K0.00%+50New
Bryn Mawr Trust Co57$6.41K0.00%−8−12.3%Reduced
Sound Income Strategies, LLC57$6.42K0.00%00.0%Unchanged
Hemington Wealth Management71$7.00K0.00%+13+22.4%Added
Richardson Financial Services Inc.71$7.99K0.01%−33−31.7%Reduced
Private Wealth Management Group, LLC71$7.99K0.00%00.0%Unchanged
Mather Group, LLC.75$8.44K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC80$9.00K0.00%−10−11.1%Reduced
Creative Financial Designs Inc88$9.90K0.00%+19+27.5%Added
Bayforest Capital Ltd94$10.6K0.00%+94New
REAP Financial Group, LLC100$11.2K0.00%+38+61.3%Added
CoreCap Advisors, LLC101$11.4K0.00%+31+44.3%Added
Hexagon Capital Partners LLC104$11.7K0.00%−3−2.8%Reduced
Bell Investment Advisors, Inc104$11.7K0.00%00.0%Unchanged
Cornerstone Planning Group LLC113$12.2K0.00%+113New
Private Wealth Asset Management, LLC114$12.8K0.00%+114New
Peregrine Capital Management LLC124$13.9K0.00%00.0%Unchanged
WPG Advisers, LLC126$14.2K0.01%+15+13.5%Added
Brown Brothers Harriman & Co135$15.2K0.00%00.0%Unchanged
Key Financial Inc139$15.6K0.00%00.0%Unchanged
Rise Advisors, LLC143$16.1K0.01%−61−29.9%Reduced
Gen-Wealth Partners Inc148$16.6K0.01%00.0%Unchanged
Alpine Bank Wealth Management162$18.2K0.00%+162New
Capital Advisors, Ltd. LLC167$19.0K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.169$19.0K0.00%00.0%Unchanged
Barrow Hanley Mewhinney & Strauss LLC173$19.5K0.00%−30−14.8%Reduced
Massmutual Trust Co FSB189$21.3K0.00%+79+71.8%Added
NBC Securities, Inc.209$23.0K0.00%+209New
Picton Mahoney Asset Management216$24.0K0.00%+216New
Geneos Wealth Management Inc.216$24.3K0.00%+88+68.8%Added
Park Place Capital Corp232$26.1K0.01%+215+1,264.7%Added
Advisors Asset Management, Inc.236$26.5K0.00%+236New
Private Trust Co NA247$27.8K0.00%+20+8.8%Added
Raleigh Capital Management Inc.248$27.9K0.01%−12−4.6%Reduced
Clearstead Advisors, LLC262$29.5K0.00%−21−7.4%Reduced
Whittier Trust Co272$30.6K0.00%−74−21.4%Reduced
Quest Partners LLC297$33.4K0.00%+297New
Quarry LP307$34.5K0.01%−316−50.7%Reduced
Wayfinding Financial, LLC329$36.0K0.02%+329New
Opal Wealth Advisors, LLC342$38.5K0.01%+342New
Harbour Investments, Inc.345$38.8K0.00%−1−0.3%Reduced
Allworth Financial LP351$39.1K0.00%+24+7.3%Added
Millstone Evans Group, LLC348$39.1K0.03%00.0%Unchanged
Quent Capital, LLC353$39.7K0.00%+28+8.6%Added
Covestor Ltd358$40.0K0.03%−280−43.9%Reduced
Boston Private Wealth LLC422$47.5K0.00%+422New
Acadian Asset Management LLC433$48.0K0.00%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S473$53.0K0.00%+473New
GWM Advisors LLC486$54.6K0.00%−2,569−84.1%Reduced
Lindbrook Capital, LLC489$55.0K0.01%+35+7.7%Added
Farther Finance Advisors, LLC499$56.2K0.00%+39+8.5%Added
Bessemer Group Inc504$57.0K0.00%−28−5.3%Reduced
Smartleaf Asset Management LLC517$58.0K0.01%+50+10.7%Added